Listen, Google needs to transform. Right now they are a huge company in terms of human resources, but their income comes from ads/banners and search indexing. Those two technologies are easily contested, improved and can be surpassed by a team of smart people in a garage company. That is an enormous risk.
it doesn't matter if the technology is superior. too much of a lead. too much of a base. there is a term that one needs a base of a certain size to succeed. perhaps one of the ET posters can help out with the phrase. maybe the term is critical level.
ADVERTISERS WILL QUIT SPENDING WHEN ECONOMY TANKS WORLDWIDE-GOOGLE MAKES IT MONEY FROM ITS ADVETISERS-maybe a little off the new phone-but a fool and his money are soon parted-single digit P/E's be like B.G. know which way the winds are blowing